TransferDesk · for licensed insurance agents
A licensed agent answers first, on a recorded line. Every call is graded afterward against a bar you set in writing — you only pay for the ones that meet it. If no agent is free, an AI takes a callback and a human calls back; it never sells, quotes, or closes. We're signing founding agents now; we don't carry live call volume yet.
A final expense line where a licensed agent answers first, on a recorded line. Every call is graded after it ends against a bar you publish — age, state, existing coverage, and intent. If no agent is free, an AI takes a short callback and a human calls back.
Learn more →A line for Medicare Advantage inquiries where a licensed agent answers first, on a recorded line. Every call is graded afterward against a bar you publish. If no agent is free, an AI takes a callback and a human calls back.
Learn more →A line for Medicare Supplement (Medigap) inquiries where a licensed agent answers first, on a recorded line. Every call is graded afterward against a bar you publish. If no agent is free, an AI takes a callback and a human calls back.
Learn more →A line for ACA / individual health inquiries where a licensed agent answers first, on a recorded line. Every call is graded afterward against a bar you publish. If no agent is free, an AI takes a callback and a human calls back.
Learn more →A buffer is the number of seconds a pay-per-call transfer must last before it becomes billable. It is the single setting that decides how much junk you pay for. Here's how it works.
Sticker prices for final expense live transfers vary widely, but the number that matters is cost per qualified conversation. Here's how to read the price and avoid paying for junk.
Live transfers, aged leads, and inbound calls fail in different ways. Here's the honest trade-off on cost, timing, and how much of your day each one wastes.
Seven questions that separate a straight lead vendor from one that will bury junk in a short buffer. Ask them in writing before you send a dollar.
A licensed agent answers first. When no agent is free, an AI takes a short callback intake, and every call is graded against a written bar afterward — in code, not by the model. Here's exactly how.
A plain-English overview of call-recording consent and insurance advertising disclosures for phone-based agents. General information, not legal advice.